What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Arete Wealth Strategists Australia

Home
United States
Minneapolis, MN
Arete Wealth Strategists Australia

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Arete Wealth Strategists Australia, Financial planner, 60 South 6th Street, #2800, Minneapolis, MN.

Areté Wealth Strategists Australia is a fee-only, US based Registered Investment Advisor serving the financial planning and investment needs of established Australian/American expatriates in the United States and Australia.

05/02/2023

Join us today for a webinar, where you will hear from John Versace, Head of Expat Services at Apt Wealth Partners and Ashley Murphy, Founder and Principal of Arete Wealth Strategists on considerations for expats splitting time between Australia and the US.

Whether you are an Australian living in the US or a US expat in Australia, our speakers will share insights around:

- Where to build your assets
- The importance of navigating currency exchange risk
- Tax considerations
- Retirement accounts and tax treatment between the two countries
- Property considerations

Register here: http://ow.ly/jc9e50NOmcf

05/01/2023

Join us tomorrow for a webinar, where you will hear from John Versace, Head of Expat Services at Apt Wealth Partners and Ashley Murphy, Founder and Principal of Arete Wealth Strategists on considerations for expats splitting time between Australia and the US.

Whether you are an Australian living in the US or a US expat in Australia, our speakers will share insights around:

- Where to build your assets
- The importance of navigating currency exchange risk
- Tax considerations
- Retirement accounts and tax treatment between the two countries
- Property considerations

Register here: http://ow.ly/TcML50NOm5q

04/25/2023

Join us next week for a webinar, where you will hear from John Versace, Head of Expat Services at Apt Wealth Partners and Ashley Murphy, Founder and Principal of Arete Wealth Strategists on considerations for expats splitting time between Australia and the US.

Whether you are an Australian living in the US or a US expat in Australia, our speakers will share insights around:

- Where to build your assets
- The importance of navigating currency exchange risk
- Tax considerations
- Retirement accounts and tax treatment between the two countries
- Property considerations

Register here: http://ow.ly/O5uQ50NOlR7

02/20/2023

Arete Wealth Strategists invites you to join us next week for a Zoom Webinar entitled 'Claiming Social Security from Australia Part 2.'

🇺🇸 USA: Tuesday, February 28th at 8:30pm ET / 7:30pm CT / 5:30pm PT
🇦🇺 AUS: Wednesday, March 1st at 12:30pm AEST (Sydney/Melbourne)

Registration: http://ow.ly/bMRv50MXc0T

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA) CFP®, AIF® and John Versace CFP®, Head of Expat Services & Senior Financial Adviser at Apt Wealth Partners will dive deeper into Social Security and the issues that affect recipients from abroad including:

1. When is the Right Time for me to take my SS Benefit?
2. Social Security for Returned Aussies or Americans Abroad
3. Can I receive SS if I’m not in the US?
4. What if my Spouse and/or Dependents never lived in the U.S? Are they entitled to benefits?
5. Limitations On Paying US Social Security Benefits To Foreign Bank Accounts
6. Earning US Social Security Benefits For Those Who Work Outside of the U.S
7. What is a Totalization Agreement and How Does it Impact Me?
8. What is the Windfall Elimination Provision (WEP) and the Commensurate Reduction of Benefits?
9. Which Country has Taxing Rights on my Social Security?
10. Can I get both the Australian Aged Pension and Social Security Benefits?

Registration: http://ow.ly/j8a650MXc0Y

11/29/2022

Arete Wealth Strategists Australia invites you to join us today for a Zoom Webinar entitled 'Owning or Investing in Australian Real Estate When in the U.S.'

🇺🇸 USA: Tuesday, November 29th at 8:30PM ET / 7:30PM CT / 5:30PM PT

🇦🇺 AUS: Wednesday, November 30th at 10:30AM AEST (Brisbane)

Registration: http://ow.ly/BZCA50LH9U6

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:

- Considerations for buying as a resident vs a non-resident

- Pros and cons of Aussie real estate ownership from abroad

- Capital Gains tax for non-residents on investment property

- Update on the Aussie property marketement and taxes from abroad

- Update on the Aussie property market

Registration: http://ow.ly/22Ns50LH9U2

11/29/2022

Arete Wealth Strategists Australia invites you to join us tomorrow for a Zoom Webinar entitled 'Owning or Investing in Australian Real Estate When in the U.S.'

🇺🇸 USA: Tuesday, November 29th at 8:30PM ET / 7:30PM CT / 5:30PM PT

🇦🇺 AUS: Wednesday, November 30th at 10:30AM AEST (Brisbane)

Registration: http://ow.ly/Rczc50LH9Jl

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:

- Considerations for buying as a resident vs a non-resident

- Pros and cons of Aussie real estate ownership from abroad

- Capital Gains tax for non-residents on investment property

- Update on the Aussie property marketement and taxes from abroad

- Update on the Aussie property market

Registration: http://ow.ly/t18a50LH9Jg

11/22/2022

Arete Wealth Strategists Australia invites you to join us next week for a Zoom Webinar entitled 'Owning or Investing in Australian Real Estate When in the U.S.'

🇺🇸 USA: Tuesday, November 29th at 8:30PM ET / 7:30PM CT / 5:30PM PT

🇦🇺 AUS: Wednesday, November 30th at 10:30AM AEST (Brisbane)

Registration: https://www.arete-wa.com/webinar-registration

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:

- Considerations for buying as a resident vs a non-resident

- Pros and cons of Aussie real estate ownership from abroad

- Capital Gains tax for non-residents on investment property

- Update on the Aussie property marketement and taxes from abroad

- Update on the Aussie property market

Registration: https://www.arete-wa.com/webinar-registration

11/17/2022

Arete Wealth Strategists Australia invites you to join us for our next Zoom Webinar entitled 'Owning or Investing in Australian Real Estate When in the U.S.'

🇺🇸 USA: Tuesday, November 29th at 8:30PM ET / 7:30PM CT / 5:30PM PT

🇦🇺 AUS: Wednesday, November 30th at 10:30AM AEST (Brisbane)

Registration: https://www.arete-wa.com/webinar-registration

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:

- Considerations for buying as a resident vs a non-resident

- Pros and cons of Aussie real estate ownership from abroad

- Capital Gains tax for non-residents on investment property

-Update on the Aussie property marketement and taxes from abroad

- Update on the Aussie property market

Registration: https://www.arete-wa.com/webinar-registration

11/17/2022

Arete Wealth Strategists Australia invites you to join us for our next Zoom Webinar entitled 'Owning or Investing in Australian Real Estate When in the U.S.'

🇺🇸 USA: Tuesday, November 29th at 8:30PM ET / 7:30PM CT / 5:30PM PT

🇦🇺 AUS: Wednesday, November 30th at 10:30AM AEST (Brisbane)

Registration: http://ow.ly/CYTU50LH8CY

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be interviewing Dr Andrew Unterweger MD CFP® Chairman of Wise Guru, a Singapore based Real Estate consulting firm that assists expat investor’s locate and finance Australian real estate, and covering off on the following topics:

- Considerations for buying as a resident vs a non-resident

- Pros and cons of Aussie real estate ownership from abroad

- Capital Gains tax for non-residents on investment property

-Update on the Aussie property marketement and taxes from abroad

- Update on the Aussie property market

Registration: http://ow.ly/OH0I50LH8CT

10/25/2022

Arete Wealth Strategists Australia invites you to join us for today's Zoom Webinar entitled 'Issues Affecting the Children of the Globally Mobile.'

🇺🇸 USA: Tuesday, October 25th at 8:30PM ET / 7:30PM CT / 5:30PM PT

🇦🇺 AUS: Wednesday, October 26th at 10:30AM AEST (Brisbane)

Registration: http://ow.ly/y11I50L64zJ

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be looking at:

- Immigration issues
- Education & college planning
- How to structure and where to obtain life insurance
- Estate planning (Wills/trusts)
- Real Estate decisions

I hope you can join us!

Be sure to register to be notified once the recording is available.

Registration: http://ow.ly/nW3y50L64zI

10/24/2022

Arete Wealth Strategists Australia invites you to join us for tomorrow's Zoom Webinar entitled 'Issues Affecting the Children of the Globally Mobile.'

🇺🇸 USA: Tuesday, October 25th at 8:30PM ET / 7:30PM CT / 5:30PM PT

🇦🇺 AUS: Wednesday, October 26th at 10:30AM AEST (Brisbane)

Registration: http://ow.ly/y11I50L64zJ

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be looking at:

- Immigration issues
- Education & college planning
- How to structure and where to obtain life insurance
- Estate planning (Wills/trusts)
- Real Estate decisions

I hope you can join us!

Be sure to register to be notified once the recording is available.

Registration: http://ow.ly/nW3y50L64zI

10/18/2022

Arete Wealth Strategists Australia invites you to join us next week for a Zoom Webinar entitled 'Issues Affecting the Children of the Globally Mobile.'

🇺🇸 USA: Tuesday, October 25th at 8:30PM ET / 7:30PM CT / 5:30PM PT

🇦🇺 AUS: Wednesday, October 26th at 10:30AM AEST (Brisbane)

Registration: http://ow.ly/y11I50L64zJ

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP (USA/AUS) CFP®, AIF® will be looking at:

- Immigration issues
- Education & college planning
- How to structure and where to obtain life insurance
- Estate planning (Wills/trusts)
- Real Estate decisions

I hope you can join us!

Be sure to register to be notified once the recording is available.

Registration: http://ow.ly/nW3y50L64zI

Address

60 South 6th Street, #2800
Minneapolis, MN
55402

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.arete-wa.com/

Alerts

Be the first to know and let us send you an email when Arete Wealth Strategists Australia posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Arete Wealth Strategists Australia:

Shortcuts

Aussie Expat Fee-only Financial Planning and Investments

Founded in 2013 by Ashley Murphy CFP® AIF®, Areté Wealth Strategists Australia is a Registered Investment Advisor (RIA). We are a fiduciary, fee-only firm serving the needs of Aussie expatriates located in the US or Australia.

We provide cross-border financial planning and investment management services to bring strategy, structure, clarity and confidence to your global financial life.

Arete Wealth Strategists Australia

05/02/2023

05/01/2023

04/25/2023

02/20/2023

11/29/2022

11/29/2022

11/22/2022

11/17/2022

11/17/2022

10/25/2022

10/24/2022

10/18/2022

Address

Opening Hours

Website

Alerts

Contact The Business

Shortcuts

Share

Category

Aussie Expat Fee-only Financial Planning and Investments